Ep Wealth Advisors, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History

Ep Wealth Advisors, LLC

$12 Billion
Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 16,731 shares of SPYX stock, worth $813,126. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,731

Previous 16,723 0.05%

Holding current value

$813,126

Previous $805,000 4.97%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$45.21 - $50.33 $361 - $402	8 Added 0.05%	16,731 $765,000
Q4 2024 Feb 13, 2025	SELL	$46.53 - $49.91 $70,306 - $75,414	-1,511 Reduced 8.29%	16,723 $805,000
Q3 2024 Nov 14, 2024	BUY	$42.38 - $47.25 $88,531 - $98,705	2,089 Added 12.94%	18,234 $861,000
Q2 2024 Aug 19, 2024	BUY	$40.47 - $44.95 $406,642 - $451,657	10,048 Added 164.8%	16,145 $720,000
Q1 2024 May 14, 2024	SELL	$38.19 - $42.8 $24,250 - $27,178	-635 Reduced 9.43%	6,097 $260,000
Q4 2023 Feb 28, 2024	BUY	$33.41 - $38.98 $367 - $428	11 Added 0.16%	6,732 $261,000
Q3 2023 Nov 22, 2023	SELL	$34.55 - $37.33 $463,280 - $500,557	-13,409 Reduced 66.61%	6,721 $233,000
Q2 2023 Aug 14, 2023	BUY	$32.81 - $36.17 $433,649 - $478,058	13,217 Added 191.19%	20,130 $728,000
Q1 2023 Jun 05, 2023	BUY	$31.18 - $96.11 $215,547 - $664,408	6,913 New	6,913 $229,000

Others Institutions Holding SPYX

# of Institutions

232

Shares Held

21.8M

Call Options Held

Put Options Held

4.5M

View Full List

About SPDR S&P 500 FOSSIL FUEL RESER

Ticker SPYX
Sector ETFs
Industry ETFs

More about SPYX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Account

Ep Wealth Advisors, LLC Spdr S&P 500 Fossil Fuel Reser Transaction History